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Best financial advisors in Marshes Siding, KY

Registered advisers within 25 miles of Marshes Siding, KY.

Offices
11
Firms
7
Combined AUM
$2.99T
Firm-wide filings, not assets booked only here
Clients
443K
443,411 clients when Item 5C has a number
Avg / client
$6.75M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
VISIONARY HORIZONS, LLC
LPL FINANCIAL LLC
EDWARD JONES
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

JUSTIN ERIC WILSON
Zachary Paul Hacker
CARLA HOGAN ADKINS
EUGENE COX
GREGORY ALLEN RANKIN
David T Worley
MARK ANTHONY HENDERSON
STEPHEN S. PITTS
Sara Beth Davis
Matthew Taylor
Kimberly Dee Hudson
Charles William Sobieck
LEE KAREN PARKS
Frederick J Doll
JON ROBBIN HARVILLE
SETH FRANKLIN ATWELL
Jordan Franklin Polston

Within 25 miles of Marshes Siding, KY, Best Investors lists 7 registered investment advisory firms with 11 offices nearby, managing about $2.99T in combined regulatory AUM across 443,411 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Marshes Siding

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 7 VISIONARY HORIZONS, LLC 25 clients · 16 advisers $397M AUM